South Texas Advisors For Retirees, LLC

Overview

South Texas Advisors For Retirees, LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm delivers financial planning and discretionary portfolio management for individuals, small businesses and institutional business clients, charging a mix of percentage-of-assets and hourly fees. Investment activity centers on public equities as the primary allocation preference, supplemented where appropriate by mutual funds, annuities and selective alternative structures. The firm does not position itself as an active ESG investor and operates as a single-state adviser. An affiliation with an insurance company appears in its industry relationships, which aligns with its use of annuities in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices